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Sales Solutions

Sales Solutions. For Agent Education Only ~ Not for use in advertising to the general public. #14299 119039. Sales Solutions RMD’s . RMD Solving the Distribution needs for Qualified Money Answering the Question “what’s left over when I’m gone”?.

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Sales Solutions

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  1. Sales Solutions For Agent Education Only ~ Not for use in advertising to the general public. #14299 119039

  2. Sales SolutionsRMD’s RMD • Solving the Distribution needs for Qualified Money • Answering the Question “what’s left over when I’m gone”? For Agent Education Only ~ Not for use in advertising to the general public. #14299 119039

  3. Sales SolutionsRMD’s Sales solutions create value by fitting product to client For Agent Education Only ~ Not for use in advertising to the general public. #14299 119039

  4. Sales SolutionsRMD’s The Problem Individuals want to pass on qualified money and IRAs to their beneficiaries but are forced to liquidate over life expectancy (RMDs) A Solution Use BAAwith the BAA Income Advantageand Family Endowment Rider®to provide withdrawals over the clients lifetime while leaving an increasing legacy with the Income Benefit or the Family Endowment Rider® For Agent Education Only ~ Not for use in advertising to the general public. #14299 119039

  5. Sales SolutionsRMD’s Mr. and Mrs. Jones Are 70 and 66 years old Have a large IRA and are concerned about Required Minimum Distributions Mrs. Jones is most concerned about what will be left for her when Mr. Jones is gone, as Mr. Jones gets older and is forced to take a greater withdrawal each year. For Agent Education Only ~ Not for use in advertising to the general public. #14299 119039

  6. RMD Solutionusing the BAASelect Annuity 12 with the Family Endowment Rider Hypothetical Example $1,000,000 $1,000,000 Premium •$1,000,000 Client age at issue • 70 RMD through age • 84 Death benefit rollup • 4% Annual BPA Net Appreciation of 0 Percent These hypothetical assumptions are not guaranteed; the use of alternate premium and rate assumptions could produce significantly different results.For Agent Education Only ~ Not for use in advertising to the general public. 12508091808

  7. Sales SolutionsRMD’s Your clients are concerned about what will be left for their beneficiaries after having to take RMDs from their IRAs. They want a solution that allows them to spend their RMDs and still pass on as much as possible to their surviving spouse. For Agent Education Only ~ Not for use in advertising to the general public. #14299 119039

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